Categorize merge templates so they are easy to find when using the dropdown
We have so many mail merge templates that when we use the dropdown to select the template we have a big list of them to go through (currently in alphabetical order). Would be great to have custom categories for our mail merge templates so that all the rent arrears templates displayed together, and then all the lease templates etc.
AdminAngela Sutton
(Admin, MRI Software)
shared this idea
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Rosemary van der Velden
commented
Hey Team, could we have an update as to when this will be actioned? Important for us to have.
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Sally McGill
commented
With various Mail Merges set up, the list can get quite long. There should be a way to categorise Mail Merges, or have filters so you can search for the topic/issue the Mail Merge relates to, e.g. tenant vacating, break lease process, shortlist candidates for properties etc, all of which have a number of Mail Merges set up for owners and tenants.
Having categories / filters would reduce the need to scroll and search when looking for specific Mail Merges.
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Sally McGill
commented
With various Mail Merges set up, the list can get quite long. There should be a way to categorise Mail Merges, or have filters so you can search for the topic/issue the Mail Merge relates to, e.g. tenant vacating, break lease process, shortlist candidates for properties etc, all of which have a number of Mail Merges set up for owners and tenants.
Having categories / filters would reduce the need to scroll and search when looking for specific Mail Merges.